Task statuses
| Status | Meaning |
|---|---|
| Not started | Task has been created but work hasn’t begun |
| In progress | Someone is actively working on it |
| Blocked | Work is stuck and can’t proceed (with notes explaining why) |
| Completed | Task is done |
Task types
Each task has a type that indicates who it’s for:| Type | Purpose |
|---|---|
| Client action | Something you or your team needs to do |
| Internal | A Kowalah team task (may not be visible to you) |
| Delivery milestone | A key deliverable or checkpoint |
Priority levels
- High — urgent, needs immediate attention
- Medium — important but not time-critical
- Low — standard priority
- No priority — not yet categorized
Creating a task
Tasks are created within the context of a project, initiative, or Expert Request.Assignments
Tasks can be assigned to either:- A member of your team — someone from your organization
- A Kowalah team member — your Kowalah partner or specialist
Visibility
Some tasks may be marked as internal by the Kowalah team. Internal tasks are part of their delivery process but aren’t visible to you. All client-visible tasks appear in your task lists and dashboard.Where tasks live
Tasks are always attached to one parent:| Parent | Example |
|---|---|
| Project | ”Review project milestones with stakeholders” |
| Initiative | ”Test the Claude skill with sample data” |
| Expert Request | ”Provide API credentials for integration” |
Effort tracking
Tasks optionally track effort:- Estimated hours — how long the work is expected to take
- Actual hours — how long it actually took (filled in as work progresses)
Blocker notes
When a task is marked as blocked, a notes field captures what’s preventing progress. This helps both your team and Kowalah understand and resolve blockers quickly.Projects
Create project-level tasks
Initiatives
Track initiative delivery tasks
Expert Requests
Track expert delivery tasks